CRM by industry

Omnichannel Retail CRM & Operations Management

CRMconnect for retail unifies physical stores, e-commerce sites, and marketplaces into a single customer profile. Orders, returns, support tickets, and marketing campaigns are linked to one account. Store and online teams work with synchronized stock and pricing data, bridged natively with your ERP for total visibility.

What hurts today in retail

  • Customer histories are fragmented between physical stores and online accounts
  • Multi-channel orders are tracked in disconnected spreadsheets
  • Support agents lack visibility into order status and delivery updates
  • Marketing campaigns rely on outdated, manually exported contact lists

One Unified Customer Profile, All Channels

The 360-degree profile consolidates store transactions, online orders, support tickets, and marketing touchpoints. When a customer contacts you, agents instantly see their purchase history and real-time delivery status.

  • 360 customer profile with full order and interaction history
  • Centralised order management for all sales channels
  • Ticketing with SLAs, WhatsApp, and SMS alerts
  • Email marketing and automation based on real-time segments

Operational Excellence, Not Just Marketing

Retail is a volume game. Our native modules for orders, logistics, and stock management automate waybills, delivery statuses, and multi-location availability, allowing your team to focus only on exceptions.

Clean Data for Smarter Decisions

Calculate Average Order Value (AOV), purchase frequency, churn rates, and return reasons directly from live operational data, eliminating the need for manual exports and error-prone reporting.

Recommended modules for retail

360-Degree Customer Profile

Every customer detail-history, orders, communication, and documents-available in a single unified view.

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Order Management System (OMS) Module

Unify all orders-EDI, API, e-commerce, and manual-into a single automated workflow, visible directly from your CRM.

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Ticketing System

Centralise customer requests, automate ticket allocation, and track status until resolution.

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WhatsApp CRM Integration

Connect WhatsApp with your CRM for fast, centralised customer interactions, managed directly from the customer profile.

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Email Marketing

Email campaigns synced with leads, opportunities, customers, and suppliers - no separate mailing platforms required.

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Last-Mile Delivery Automation

Connect your CRM with courier platforms - automated shipping label generation and real-time delivery tracking.

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Frequently asked questions

Does it integrate with my e-commerce platform?
Yes. With native connectors for Shopify, WooCommerce, and Magento, plus a robust API for custom platforms, orders and customer data flow directly into the CRM.
Can I track returns and exchanges?
Absolutely. Returns are linked to the original order and support ticket, ensuring status visibility across all teams, from the warehouse to the front office.
How is stock accuracy maintained across channels?
Stock levels are synchronized via API with your ERP (like SAP Business One or Microsoft Dynamics 365) or WMS, ensuring all channels see the same availability.

Unify Your Store and Online Operations

Start your free trial today and consolidate your multi-channel orders into a single customer view.